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英特尔(INTC.US)斥资2亿美元加码马来西亚,强化东南亚芯片封装中心
智通财经网· 2025-12-02 04:17
智通财经APP获悉,马来西亚首相安瓦尔·易卜拉欣表示,英特尔(INTC.US)将额外投资 8.6 亿令吉(约 合 2.08 亿美元),使马来西亚成为其组装和测试运营中心,此举将进一步提升这个东南亚国家在全球 半导体供应链中的关键作用。 马来西亚在全球芯片封装、组装和测试(半导体制造的最后环节)市场中占比约13%,该行业驱动着马来 西亚40%的出口产出。随着主要经济体竞相增强半导体实力,马来西亚一直在努力巩固其全球供应链地 位。 与此同时,特朗普政府也在强调美国建立完整国内半导体供应链的必要性,并推动本国企业优先在美国 本土扩张,尽管亚洲的芯片制造成本仍低得多。 马来西亚总理在社交媒体上称,英特尔在12月2日他与英特尔首席执行官陈立武的会谈中作出了上述承 诺。他补充说,英特尔作出这一决定是由于对马来西亚长期规划的信心。 安瓦尔表示,英特尔在马来西亚已有布局,包括在槟城州投资120亿林吉特的先进封装工厂,该工厂目 前已完工99%。2021年,这家美国公司承诺投资70亿美元在槟城建厂。 ...
英特尔相中马来西亚,追加投资8.6亿林吉特
Sou Hu Cai Jing· 2025-12-02 04:03
IT之家 12 月 2 日消息,据马来西亚总理安瓦尔・易卜拉欣(Anwar Ibrahim)表示,英特尔公司将追加投资 8.6 亿林吉特(IT之家注:现汇率约合 14.73 亿 元人民币),以将马来西亚打造为其全球封装与测试运营中心。 安瓦尔指出,英特尔已在马来西亚开展业务,其中包括位于槟城州、投资 120 亿林吉特(现汇率约合 205.51 亿元人民币)的先进封装工厂,该工厂目前已 完成 99%。2021 年,这家美国芯片巨头曾承诺投资 70 亿美元(现汇率约合 495.51 亿元人民币)在槟城建设生产基地。 马来西亚在全球芯片封装、组装和测试市场中占据约 13% 的份额,这些环节是半导体制造的最后阶段。该行业贡献了马来西亚 40% 的出口总额。近年来, 随着全球主要经济体竞相强化本国半导体产业能力,马来西亚也正积极提升其在全球供应链中的战略地位。 与此同时,美国政府也曾多次强调,美国需建立完整的本土半导体供应链,并敦促国内企业优先在美国本土扩大产能,尽管目前亚洲地区的芯片制造成本仍 显著低于美国。 安瓦尔在周一与英特尔首席执行官陈立武(Lip-Bu Tan)会晤后于其 Facebook 帖文中透露,该公司 ...
越秀证券每日晨报-20251202
越秀证券· 2025-12-02 03:22
Market Performance - The Hang Seng Index closed at 26,033, up 0.67% for the day and up 29.78% year-to-date [1] - The Hang Seng Tech Index rose by 0.82% to 5,644, with a year-to-date increase of 26.33% [1] - The Shanghai Composite Index increased by 0.65% to 3,914, with a year-to-date rise of 16.77% [1] - The Dow Jones Index fell by 0.90% to 47,289, with a year-to-date increase of 11.15% [1] Currency and Commodity Overview - The Renminbi Index stands at 97.920, with a 1-month increase of 0.38% and a 6-month increase of 1.79% [2] - Brent crude oil is priced at $63.570 per barrel, down 0.98% over the past month but up 3.13% over the past six months [2] - Gold is priced at $4,256.22 per ounce, with a 1-month increase of 6.37% and a 6-month increase of 25.87% [2] Company News - Kangji Medical's privatization plan has been approved by the Grand Court, with the plan expected to take effect on December 5, 2025 [19] - HashKey Holdings has passed the listing hearing with plans to raise $500 million and seek a listing this month [16] - The real estate crisis in China continues, with major data providers instructed to halt the release of sales data for property companies [17] Economic Indicators - China's official manufacturing PMI for November recorded at 49.2, below market expectations of 49.3 [13] - The non-manufacturing PMI for November was reported at 49.5, also below expectations of 50 [10] - Hong Kong's retail sales value for October increased by 6.9% year-on-year, with online sales rising over 27% [15]
X @Bloomberg
Bloomberg· 2025-12-02 02:53
Intel will invest an additional $208 million to make Malaysia its assembly and testing operations center, according to Prime Minister Anwar Ibrahim, giving a boost to the Southeast Asian nation’s critical role in the global semiconductor supply chain https://t.co/swqWULMJSy ...
Intel联手Amkor,剑指台积电
半导体行业观察· 2025-12-02 01:37
EMIB是一种2.5D封装技术,可将不同的半导体(芯片)连接起来。例如,在AI加速器中,图形处理 器(GPU)位于中心,高带宽内存(HBM)环绕其周围。处理器和内存之间的信号通过名为"EMIB (嵌入式多芯片互连桥)"的路径传输,这也是其名称的由来。 目前,该路径采用硅中介层实现。英伟达的AI加速器就是一个典型的例子。然而,硅中介层成本高 昂。EMIB利用嵌入半导体衬底中的硅桥,据称与硅中介层相比,具有更高的性价比和生产效率。它 还拥有精确的2.5D封装优势。 公众号记得加星标⭐️,第一时间看推送不会错过。 据韩国媒体etnews报道,英特尔正在其位于仁川松岛的Amkor工厂(晶圆厂)推进人工智能(AI) 半导体封装技术。AI封装技术此前一直由英特尔在其自有晶圆厂独家研发,此次是英特尔首次将该工 艺外包。英特尔选择韩国晶圆厂作为强化其半导体供应链的战略基地,这一决定值得关注。 据业内人士1日透露,英特尔已在Amkor松岛K5工厂建立了尖端封装技术"EMIB"工艺。英特尔和 Amkor于今年4月签署了EMIB技术合作协议,松岛K5工厂被选为实际合作的实施地点。 英特尔在生产高性能半导体时,一直使用其位于美国和马 ...
Intel to invest additional $208 million in Malaysia, PM says
Reuters· 2025-12-02 00:54
Core Insights - Malaysian Prime Minister Anwar Ibrahim announced that U.S. chipmaker Intel is making an additional investment of 860 million ringgit ($208 million) in Malaysia for assembly and testing operations [1] Company Summary - Intel's new investment in Malaysia amounts to 860 million ringgit, which is equivalent to $208 million [1] - The investment is specifically aimed at enhancing assembly and testing operations within the country [1] Industry Summary - The announcement reflects ongoing investment trends in the semiconductor industry, particularly in assembly and testing capabilities [1] - This investment may indicate a strengthening of Malaysia's position as a key player in the global semiconductor supply chain [1]
Nvidia's $2 Billion Synopsys Investment Makes 2025's Top AI Deals (Full List, Ranked)
Forbes· 2025-12-01 18:40
ToplineNvidia on Monday announced a $2 billion investment into Synopsys as part of a broader partnership with the chip software maker, ranking among the largest deals surrounding AI this year, as Wall Street anticipates global spending to accelerate in the coming years. Several multibillion-dollar deals have been announced this year.Getty ImagesKey FactsGlobal annual AI spending is expected to swell to $375 billion by the end of the year before topping $3 trillion annually by 2030, according to projections ...
Intel Stock Powers Higher On Apple Deal Buzz — A Potential Turning Point For US Chipmaking?
Benzinga· 2025-12-01 17:33
Intel Corp (NASDAQ:INTC) looks ready for a second act — and this time, it might be playing under America's home-field advantage. With whispers growing louder that Apple Inc (NASDAQ:AAPL) could outsource production of its entry-level M-series chips to Intel by 2027, the stage seems set for a major realignment in global chip supply chains. Intel stock has been riding a four-month rally now, it’s longest such rally since 2021. The Apple deal, if it goes through, could supercharge the stock further up.Track INT ...
取代GPU!量子计算将是AI泡沫的终结者
Xin Lang Cai Jing· 2025-12-01 14:28
11月30日消息,据报道,英特尔前首席执行官帕特·基辛格(Pat Gelsinger)近日接受采访时,对当前人 工智能热潮提出不同看法。他认为,AI产业的快速膨胀可能因"量子技术的重大突破"而面临泡沫破裂, 并预言量子计算机将比市场预期更早成为主流。 量子计算将加速AI泡沫破裂 基辛格将传统运算、AI运算与量子运算并称为"运算领域的神圣三位一体"。尽管英伟达首席执行官黄仁 勋曾表示量子计算普及至少还需二十年,基辛格却认为这一进程可能仅需两年左右。 他进一步指出,AI泡沫虽不会立即破裂,但量子技术的突破将成为关键转折点,并预计当前AI产业依 赖的GPU芯片将在本世纪末前逐步被量子技术取代。 对微软与OpenAI合作的看法 (转自:电子技术应用ChinaAET) 特别声明:以上文章内容仅代表作者本人观点,不代表新浪网观点或立场。如有关于作品内容、版权或其它问 题请于作品发表后的30日内与新浪网联系。 回顾英特尔任职期间的困境 此外,基辛格也回顾了他在英特尔任职期间所面临的困境。他表示,接手公司时意识到英特尔已出 现"比想象中更深、更严重的衰败"。在他回任前的五年中,英特尔"没有任何产品准时交付",基本工程 纪律严 ...